Add multiple users to a process role

When you have a lot of users to add to a role, it is faster and more efficient to use this multiple select procedure.

Previous step: Create recipient roles

Add multiple users to a role

1. On the Process roles for entity window, right-click a role, and select Add/Remove users.

   

   The Users in role window opens.

2. Right-click anywhere in the Users in role window, and click Add users.

   

3. Enter a search criteria into the query window and click OK. The query returns a list of names.

4. On the Add users dialog, use Shift+Click or Ctrl+Click to multi-select users.

5. Click Select. The selected users are added to the role. If any users already exist on the role, these will be ignored.

   

   The Add users window closes.

6. Click Save on the main toolbar.